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IRAs Part 4: Auditing Your IRA Files 2023

The least favorite part of any auditor's job is to go through old, musty IRA files to see if the bank is in compliance and has all the customer information it needs. Many times, when files are scanned in for imaging purposes, they are not checked first, resulting in a lot of 'junk' in the electronic IRA customer files.
10/25/2023 10:00 AM - 12:00 PM
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